FLC Capital Advisors’s American Express AXP Stock Holding History

FLC Capital Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$323K	Hold	955	–	–	0.05%	178
2026 Q1	$289K	Sell	955 -1	-0.1%	-$335	0.05%	177
2025 Q4	$354K	Hold	956	–	–	0.07%	147
2025 Q3	$318K	Hold	956	–	–	0.06%	156
2025 Q2	$305K	Sell	956 -199	-17%	-$56K	0.06%	154
2025 Q1	$311K	Hold	1,155	–	–	0.07%	142
2024 Q4	$343K	Hold	1,155	–	–	0.08%	128
2024 Q3	$313K	Hold	1,155	–	–	0.07%	132
2024 Q2	$267K	Hold	1,155	–	–	0.07%	133
2024 Q1	$263K	Hold	1,155	–	–	0.07%	137
2023 Q4	$216K	Buy	+1,155	New	+$186K	0.06%	142

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

FLC Capital Advisors's AXP Position: Q2 2026 in Review

FLC Capital Advisors held its American Express (AXP) position steady in Q2 2026 at 955 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #178.

FLC Capital Advisors first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $354K in Q4 2025. 812 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

FLC Capital Advisors held 955 shares of American Express worth $323K as of Q2 2026.
FLC Capital Advisors left its American Express share count unchanged in Q2 2026.
American Express made up 0.05% of FLC Capital Advisors's portfolio in Q2 2026, its #178 holding.
FLC Capital Advisors first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
FLC Capital Advisors's American Express position peaked at $354K in Q4 2025.
812 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.